SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16K ﹤0.01%
145
+1
602
$16K ﹤0.01%
319
-2
603
$16K ﹤0.01%
610
+30
604
$16K ﹤0.01%
548
+7
605
$15K ﹤0.01%
331
+71
606
$15K ﹤0.01%
657
+7
607
$15K ﹤0.01%
949
+16
608
$15K ﹤0.01%
389
+2
609
$15K ﹤0.01%
332
+4
610
$14K ﹤0.01%
1,054
+16
611
$14K ﹤0.01%
283
-8
612
$14K ﹤0.01%
235
+3
613
$14K ﹤0.01%
432
+8
614
$11K ﹤0.01%
510
+7
615
$10K ﹤0.01%
521
+11
616
$5K ﹤0.01%
100
617
$5K ﹤0.01%
339
+9
618
$5K ﹤0.01%
100
619
$4K ﹤0.01%
104
620
$2K ﹤0.01%
100
621
$2K ﹤0.01%
30
622
– –
-3,460
623
– –
-19,315
624
– –
-13,000
625
– –
-500
22 23 24
25
26